2021 Azure Metrics 
SaaStr
NOVEMBER 4, 2021
The SaaS “Rule of 40” has gained popularity due to its simplicity, requiring only two common financial metrics to be added together. As our 2021 KBCM analysis showed, capital-efficient SaaS platforms stand out most in the “Rule of 40” framework. Ultimately, the “Rule of 40” is ONLY a metric.
SaaStr
NOVEMBER 18, 2023
And realistically, most won’t have the metrics to pull off another round. Folks that raised in the Go-Go Times of 2021 in many cases have been able to stretch their cash through 2023. Shopify , Datadog, Crowdstrike , Google Cloud-Azure-AWS, Snowflake , etc. And 38% have 12 or less months of runway left.
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Clouded Judgement
OCTOBER 11, 2024
We all know 2020 and 2021 was the year of excessive software buying fueled by ZIRP. The hyperscalers (AWS, Azure, GCP) are always some of the first companies to report earnings during earnings season (coming up in 2 weeks), and there’s always a read through for consumption names (meaning people believe there’s a correlation).
Tom Tunguz
FEBRUARY 13, 2023
For fiscal 2022, large customers represented 61% of total revenue compared to 54% of total revenue in 2021 and 46% in 2020… Overall NDR fell, but enterprise spending remains steady. Turning to our customer metrics in the fourth quarter. Yesterday, Cloudflare announced earnings. From a geographic perspective, the U.S.
Clouded Judgement
AUGUST 2, 2024
Wayfair CEO compared the drop in spend to home goods to the 2008 financial crisis: “Customers remain cautious in their spending on the home and our credit card data suggests that the category was down by nearly 25% from the peak we saw in the fourth quarter of 2021. Revenue multiples are a shorthand valuation framework.
Clouded Judgement
JULY 28, 2023
AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. This week we had two of the hypserscalers report (Microsoft / Azure and Google / GCP), and everyone was eager to see their results. What happened in 2021 is that phase 2 (expansion of usage) was turbo charged.
Clouded Judgement
MAY 26, 2023
Azure / Confluent / Datadog reported a few weeks back (they all had March quarter ends), and their commentary suggested the worst was behind us. In 2020 and 2021, it was growth at all costs and the mentality was let it rip. This means we got commentary for the first time on May trends. Even a DCF is riddled with long term assumptions.
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